AdFi
SW

SCULATI WEALTH MANAGEMENT, LLC

SEC Registered

Fee-Only. Fiduciary. Focused on You.

BLOOMFIELD HILLS, MIhttps://sculatiwealth.com248-325-9947
Assets Under Management
$100M–$500M
Employees
4
Office Locations
1 office
Total Accounts
1055

About the firm

Sculati Wealth Management is an independent, fee-only, financial advisory firm based in Bloomfield Hills, Michigan. For over 25 years, they have helped individuals, families, and business owners across the country plan wisely, invest strategically, and move confidently toward their goals. They provide holistic wealth management built around personalized financial plans and customized portfolio strategies.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

Holistic Wealth ManagementFee-onlyFiduciaryFinancial PlanningCustom Portfolio StrategiesRetirement PlanningInvestment ManagementGenerational Wealth

Services

Holistic wealth management, personalized financial planning, and custom portfolio strategies, with a fee-only and fiduciary approach.

Who they serve

Individuals, families, and business owners nationwide, including those increasing savings, navigating retirement, or building generational wealth.

Client segmentClientsAssets managed
Individuals (Non-HNW)245$59M
High Net Worth Individuals104$311M

0 total clients reported on Form ADV.

Leadership

David John Sculati
PRESIDENT

Office locations

1 office in 1 state
MI
BLOOMFIELD HILLSHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#158783
SEC Number
801-112320
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $500,000 (waivable)
Asset tierAnnual rate
First $1 Million1.00%
Next $1 Million0.80%
Next $1 Million0.60%
Above $3 Million0.40%

Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SCULATI WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
SCULATI WEALTH MANAGEMENT, LLC | AdvisorFinder